I've attempted to make a Playbook and select the existing template that has a Share 360 link embedded but it doesn't come up as an available template to add into the task.
Best answer by dan_ahrens
View originalIs it possible to add an Email Template to a Playbook that has Share 360 link?
Userlevel 6
+2
I have a template made to send a Share 360 view to customers within a Program. I am wondering if I can create a Playbook that uses the same template so that CSM can manually send the same message from a CTA.
I've attempted to make a Playbook and select the existing template that has a Share 360 link embedded but it doesn't come up as an available template to add into the task.
I've attempted to make a Playbook and select the existing template that has a Share 360 link embedded but it doesn't come up as an available template to add into the task.
Userlevel 7
+2
Hi John, this is currently not supported. CSMs and end users can use the GUI on a C360 page to share that C360 info with their customer. More info here: https://support.gainsight.com/View_More_Categories/Sharing/User_Guides/Shared_360_Overview_(For_CSMs)
Userlevel 6
+2
Thanks Dan. That's what I figured. If I switched to using Reports in the template instead of Share 360, would I be able to use that in a Playbook?
Userlevel 7
+2
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